Assets by plan
Share of aggregate retirement assets
69%top
Sponsor portfolio
CARSON, MCBEATH & BOSWELL, INC.
EIN 95-2785489Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
123
4300 LONG BEACH BLVD STE 300 - LONG BEACH, CA 90807562-440-3281
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 123 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
CARSON, MCBEATH & BOSWELL, INC. CASH BALANCE PLAN
CashBalance
Assets$3.1M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CARSON MCBEATH & BOSWELL INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.4M
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | CARSON, MCBEATH & BOSWELL, INC. CASH BALANCE PLAN | CashBalance | $3.1M | 41 | 2024 | |
| 003 | CARSON MCBEATH & BOSWELL INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.4M | 82 | 2024 |
Retirement plans